![Thoughts On Money [TOM]](https://podcdn.zencast.fm/download/Podcast%2Fartworks%2F3134%2Fmedium%2F58bc5b2df18ca14a85d770f78757aff41555f6792317ed188395236a06b27ec7%2Fc70d8c0d6aa6b1b7.jpg)
David Bahnsen
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Sep 20, 2024 • 28 minutes
The discussion covers significant changes in monetary policy over the past 15 years, starting from the financial crisis in 2008 to the current policies in 2023.
Sep 27, 2024 • 33 minutes
David discusses the historical implications of different political parties on market performance, the impact of potential election outcomes, and his insights as a lifelong conservative.
Oct 4, 2024 • 17 minutes
David Bahnsen discusses recent developments concerning China's economy and market performance.
Oct 7, 2024 • 19 minutes
David covers various topics, including the recent jobs report, market performance, especially in tech stocks and IPO activity, and the dynamics of monetary policy with a focus on upcoming Fed rate decisions.
Oct 11, 2024 • 20 minutes
Major topics include inflation, subdued growth expectations due to 'Japanification', and rich stock market valuations with concentrated sector impacts.
Oct 14, 2024 • 14 minutes
The Unseen Impact: Trading on Government Holidays
Oct 18, 2024 • 22 minutes
David examines the complexities of market valuations, focusing on the significance of the price-to-earnings ratio and the importance of sector-specific valuations.
Oct 21, 2024 • 18 minutes
David provides an in-depth analysis of current market dynamics, including stock market movements, bond yields, and economic indicators as the election approaches.
Oct 25, 2024 • 31 minutes
David Bahnsen delves into the 2024 election's potential market impacts, answering viewer questions about various outcomes.
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